Creative Planning Dimensional ETF Tr Dimensional Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025

A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 2,089,206 shares of DFIS stock, worth $64.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,089,206
Previous 1,805,040 15.74%
Holding current value
$64.4 Million
Previous $46.6 Million 33.66%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$23.2 - $29.84 $6.59 Million - $8.48 Million
284,166 Added 15.74%
2,089,206 $62.3 Million
Q1 2025

May 15, 2025
SELL
$23.92 - $26.89 $1.06 Million - $1.19 Million
-44,276 Reduced 2.39%
1,805,040 $46.6 Million
Q4 2024

Feb 14, 2025
BUY
$24.25 - $26.7 $43.3 Million - $47.6 Million
1,783,956 Added 2729.43%
1,849,316 $45.4 Million
Q3 2024

Oct 11, 2024
SELL
$24.06 - $26.97 $3,801 - $4,261
-158 Reduced 0.24%
65,360 $1.75 Million
Q2 2024

Aug 15, 2024
BUY
$24.08 - $25.86 $363,872 - $390,770
15,111 Added 29.98%
65,518 $1.61 Million
Q1 2024

May 10, 2024
SELL
$23.13 - $25.1 $118,402 - $128,486
-5,119 Reduced 9.22%
50,407 $1.26 Million
Q4 2023

Feb 14, 2024
BUY
$20.55 - $24.23 $199,725 - $235,491
9,719 Added 21.22%
55,526 $1.34 Million
Q3 2023

Nov 16, 2023
SELL
$21.81 - $23.89 $118,428 - $129,722
-5,430 Reduced 10.6%
45,807 $1.01 Million
Q2 2023

Jul 21, 2023
BUY
$22.26 - $23.55 $228,053 - $241,269
10,245 Added 24.99%
51,237 $1.17 Million
Q1 2023

May 15, 2023
BUY
$21.65 - $23.87 $190,000 - $209,483
8,776 Added 27.24%
40,992 $942,000
Q4 2022

Feb 10, 2023
BUY
$18.29 - $22.14 $207,573 - $251,266
11,349 Added 54.39%
32,216 $692,000
Q3 2022

Nov 03, 2022
BUY
$18.33 - $22.66 $382,492 - $472,846
20,867 New
20,867 $386,000

Others Institutions Holding DFIS

# of Institutions
275
Shares Held
85.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email